Marietta Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.24M | Buy |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.38M | Hold |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.49M | Buy |
|